Jensen Investment Management
As of Q1 2026, this manager reported 84 long-equity positions worth $5.07B in aggregate.
As of Q1 2026, Jensen Investment Management's Jensen Investment Management held 84 long-equity positions with a reported value of $5.07B.
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Updated 2026-05-08 from SEC 13F data.
Live quotes available for 84 of 88 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 7.63% | Reduce -3.9% | 2,121,385 | $912.83M | $430.30 | |
| 2 | AAPL | Apple, Inc. | 7.15% | Reduce -5.6% | 3,667,698 | $854.57M | $233.00 | |
| 3 | ACN | Accenture plc Class A | 6.83% | Reduce -5.3% | 2,312,038 | $817.26M | $353.48 | |
| 4 | MMC | Marsh & McLennan Company Inc | 5.69% | Reduce -5.4% | 3,050,831 | $680.61M | No quote | No quote |
| 5 | SYK | Stryker Corp | 5.54% | Reduce -6.2% | 1,833,422 | $662.34M | $361.26 | |
| 6 | GOOGL | Alphabet Inc Cap Stk Cl A | 5.19% | Reduce -20.5% | 3,746,210 | $621.31M | $165.85 | |
| 7 | INTU | Intuit Inc. | 5.11% | Reduce -5.5% | 983,290 | $610.62M | $621.00 | |
| 8 | ADP | Automatic Data Processing, Inc | 4.06% | Reduce -5.3% | 1,755,115 | $485.69M | $276.73 | |
| 9 | MA | Mastercard Inc | 3.94% | Reduce -5.5% | 954,574 | $471.37M | $493.80 | |
| 10 | PEP | PepsiCo Inc. | 3.68% | Reduce -5.4% | 2,591,236 | $440.64M | $170.05 | |
| 11 | UNH | Unitedhealth Group Inc | 3.55% | Reduce -24.8% | 727,035 | $425.08M | $584.68 | |
| 12 | ZTS | Zoetis, Inc. | 3.51% | Add +9.4% | 2,150,370 | $420.14M | $195.38 | |
| 13 | KLAC | KLA Corporation | 3.50% | Reduce -5.2% | 541,255 | $419.15M | $774.41 | |
| 14 | TXN | Texas Instruments Inc | 3.21% | Reduce -14.4% | 1,861,240 | $384.48M | $206.57 | |
| 15 | EFX | Equifax Inc | 3.05% | Reduce -17.5% | 1,241,945 | $364.96M | $293.86 | |
| 16 | BR | Broadridge Financial Solutions | 2.95% | Reduce -5.5% | 1,643,215 | $353.34M | $215.03 | |
| 17 | PG | Procter & Gamble Co | 2.67% | Reduce -7.1% | 1,843,369 | $319.27M | $173.20 | |
| 18 | WM | Waste Management | 2.61% | Reduce -5.7% | 1,501,810 | $311.78M | $207.60 | |
| 19 | NKE | Nike Inc | 2.54% | Reduce -6.8% | 3,435,198 | $303.67M | $88.40 | |
| 20 | JNJ | Johnson & Johnson | 2.29% | Reduce -11.1% | 1,688,595 | $273.65M | $162.06 | |
| 21 | SHW | Sherwin-Williams Co | 1.73% | Reduce -4.8% | 541,451 | $206.66M | $381.67 | |
| 22 | APH | Amphenol Corp | 1.69% | Reduce -22.0% | 3,095,660 | $201.71M | $65.16 | |
| 23 | HD | Home Depot Inc. | 1.66% | Reduce -5.6% | 490,113 | $198.59M | $405.20 | |
| 24 | MCD | McDonald's Corp. | 1.57% | Reduce -5.8% | 617,182 | $187.94M | $304.51 | |
| 25 | VRSK | Verisk Analytics Inc | 1.56% | Reduce -17.6% | 698,267 | $187.11M | $267.96 | |
| 26 | CPRT | Copart Inc. (DE) | 1.55% | Add +2466.0% | 3,536,233 | $185.3M | $52.40 | |
| 27 | BALL | Ball Corporation | 1.30% | Reduce -9.0% | 2,287,380 | $155.34M | $67.91 | |
| 28 | SBUX | Starbucks Corp | 1.07% | Reduce -63.9% | 1,317,511 | $128.44M | $97.49 | |
| 29 | ORCL | Oracle Corp | 0.21% | - | 149,084 | $25.4M | $170.40 | |
| 30 | ADBE | Adobe Systems, Inc. | 0.19% | Reduce -0.4% | 43,992 | $22.78M | $517.78 | |
| 31 | ECL | Ecolab Inc | 0.15% | Reduce -0.1% | 70,364 | $17.97M | $255.33 | |
| 32 | WAT | Waters Corp | 0.14% | Reduce -2.8% | 47,952 | $17.26M | $359.89 | |
| 33 | ABT | Abbott Labs | 0.10% | - | 103,378 | $11.79M | $114.01 | |
| 34 | EMR | Emerson Elec Co | 0.09% | Reduce -0.5% | 93,430 | $10.22M | $109.37 | |
| 35 | CL | Colgate Palmolive Co | 0.08% | - | 97,759 | $10.15M | $103.81 | |
| 36 | CTSH | Cognizant Technology Solutions | 0.08% | Reduce -0.0% | 125,609 | $9.69M | $77.18 | |
| 37 | CCK | Crown Holdings Inc. | 0.08% | Add +7.8% | 100,918 | $9.68M | $95.88 | |
| 38 | GIS | General Mills Inc. | 0.08% | Add +6.0% | 130,715 | $9.65M | $73.85 | |
| 39 | CLX | Clorox Company | 0.08% | Add +106.1% | 58,155 | $9.47M | $162.91 | |
| 40 | BDX | Becton Dickinson & Co. | 0.08% | Reduce -3.8% | 38,662 | $9.32M | $241.10 | |
| 41 | KO | Coca-Cola Company | 0.08% | - | 126,228 | $9.07M | $71.86 | |
| 42 | EHC | Encompass Health Corp | 0.07% | Reduce -2.3% | 92,210 | $8.91M | $96.64 | |
| 43 | OMC | Omnicom Group Inc | 0.07% | Reduce -0.3% | 79,266 | $8.2M | $103.39 | |
| 44 | LH | Labcorp Holdings, Inc. | 0.07% | Add +2.5% | 36,590 | $8.18M | $223.48 | |
| 45 | G | Genpact Limited | 0.06% | Add +6.4% | 189,985 | $7.45M | $39.21 | |
| 46 | TSCO | Tractor Supply Co | 0.06% | Add +3.1% | 25,230 | $7.34M | $290.93 | |
| 47 | BAH | Booz Allen Hamilton Holding Co | 0.06% | Add +39.4% | 43,060 | $7.01M | $162.76 | |
| 48 | KR | Kroger Company | 0.06% | - | 120,630 | $6.91M | $57.30 | |
| 49 | GPC | Genuine Parts Company | 0.06% | Add +13.7% | 48,430 | $6.76M | $139.68 | |
| 50 | CPB | Campbell Soup Company | 0.05% | Add +3.5% | 125,028 | $6.12M | $48.92 | |
| 51 | MSCI | MSCI, Inc. | 0.05% | Add +11.7% | 10,350 | $6.03M | $582.93 | |
| 52 | KEYS | Keysight Technologies, Inc. | 0.05% | Add +8.5% | 37,610 | $5.98M | $158.93 | |
| 53 | BBY | Best Buy Co. Inc. | 0.05% | Reduce -12.4% | 56,875 | $5.88M | $103.30 | |
| 54 | CHD | Church & Dwight Co Inc | 0.05% | - | 56,010 | $5.87M | $104.72 | |
| 55 | FDS | FactSet Research Systems Inc. | 0.05% | Add +11.6% | 12,000 | $5.52M | $459.85 | |
| 56 | MANH | Manhattan Associates, Inc. | 0.05% | - | 19,530 | $5.5M | $281.38 | |
| 57 | FFIV | F5 Networks Inc. | 0.05% | Reduce -7.2% | 24,940 | $5.49M | $220.20 | |
| 58 | GNTX | Gentex Corporation | 0.04% | Add +11.2% | 172,120 | $5.11M | $29.69 | |
| 59 | LII | Lennox International Inc. | 0.04% | Reduce -30.3% | 8,200 | $4.96M | $604.29 | |
| 60 | DCI | Donaldson Co. Inc. | 0.04% | Add +18.1% | 67,040 | $4.94M | $73.70 | |
| 61 | VEEV | Veeva Systems Inc. Class A | 0.04% | Add +9.5% | 23,251 | $4.88M | $209.87 | |
| 62 | ULTA | Ulta Beauty, Inc. | 0.04% | Add +17.9% | 11,330 | $4.41M | $389.12 | |
| 63 | ABBV | AbbVie Inc. | 0.04% | - | 22,227 | $4.39M | $197.48 | |
| 64 | LEVI | Levi Strauss & Co | 0.04% | Add +36.1% | 200,970 | $4.38M | $21.80 | |
| 65 | TECH | Techne Corp | 0.04% | Add +5.2% | 54,760 | $4.38M | $79.93 | |
| 66 | MMS | MAXIMUS, Inc. | 0.03% | - | 44,220 | $4.12M | No quote | No quote |
| 67 | IDXX | Idexx Laboratories Inc. | 0.03% | Add +58.0% | 8,090 | $4.09M | $505.22 | |
| 68 | TTC | Toro Company | 0.03% | Add +17.6% | 45,550 | $3.95M | $86.73 | |
| 69 | APD | Air Products & Chemicals | 0.03% | Add +65.0% | 13,170 | $3.92M | $297.74 | |
| 70 | MMM | 3M Co. | 0.03% | - | 27,840 | $3.81M | $136.70 | |
| 71 | URI | United Rentals, Inc. | 0.03% | - | 4,650 | $3.77M | $809.73 | |
| 72 | MCHP | Microchip Technology Inc | 0.03% | Reduce -5.2% | 46,850 | $3.76M | $80.29 | |
| 73 | TSM | Taiwan Semiconductor Manuf | 0.03% | - | 20,368 | $3.54M | $173.67 | |
| 74 | TROW | T Rowe Price Group Inc | 0.03% | - | 31,950 | $3.48M | $108.93 | |
| 75 | TJX | TJX Companies Inc | 0.03% | Reduce -4.8% | 27,951 | $3.29M | $117.54 | |
| 76 | UPS | United Parcel Svc Cl B | 0.03% | - | 23,814 | $3.25M | $136.34 | |
| 77 | AON | AON plc Registered Shs | 0.03% | - | 8,760 | $3.03M | $345.99 | |
| 78 | ON | ON Semiconductor Corp | 0.02% | Add +20.1% | 40,710 | $2.96M | $72.61 | |
| 79 | CRL | Charles River Laboratories | 0.02% | Reduce -23.4% | 12,180 | $2.4M | $196.97 | |
| 80 | RTX | Raytheon Technologies Corp | 0.02% | - | 17,756 | $2.15M | $121.16 | |
| 81 | POOL | Pool Corporation | 0.01% | Reduce -42.4% | 4,750 | $1.79M | $376.80 | |
| 82 | BMY | Bristol Myers Squibb Co. | 0.01% | - | 26,375 | $1.36M | $51.74 | |
| 83 | PAYX | Paychex Inc. | 0.01% | - | 9,830 | $1.32M | $134.19 | |
| 84 | K | Kellanova | 0.01% | Reduce -85.9% | 14,127 | $1.14M | No quote | No quote |
| 85 | MAR | Marriott International Inc | 0.01% | New | 3,190 | $793.03K | $248.60 | |
| 86 | LIN | Linde plc | 0.01% | - | 1,505 | $717.67K | $476.86 | |
| 87 | SOLV | Solventum Corp. | 0.00% | - | 6,635 | $462.59K | $69.72 | |
| 88 | WSM | Williams Sonoma Inc | - | Sold | 0 | $0 | No quote | No quote |